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#2 Pretend that a client has not met with you to review any monthly financial packages and trust discrepancies in the last 3 months. We

#2 Pretend that a client has not met with you to review any monthly financial packages and trust discrepancies in the last 3 months. We believe it's important for them to meet with us monthly. Give an example email to invite client to meet with you as soon as possible.

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